This chapter contains these topics:
To understand the basic setup requirements of the Load and Delivery Management system in conjunction with the Sales Order Management and the Inventory Management systems
To set up the work day calendar in which you record the days a depot is closed, such as weekends, holidays, or planned shutdowns
To set up automatic accounting instructions (AAIs) and determine how the G/L entries that the system generates are distributed
You can customize the Load and Delivery Management system to fit your company's needs and to ensure that you meet customer demand. The Load and Delivery Management system integrates with other distribution/logistics systems to ensure efficiency and accuracy. Requirements include sophisticated sales order management, inventory allocation, item availability, and pricing.
Complete the following required tasks to set up your system:
Set up the work day calendar
Set up AAIs for load and delivery
Understand user defined codes for LDM
The following describes the available setup features and their purpose.
The following describes the features that you need to set up in other systems, including Inventory Management, Technical Foundation, and General Accounting, and each feature's purpose:
Feature | Description |
---|---|
Branch sales markups | Branch sales markups allow you to set up transfer costs that apply to interbranch sales.
See Setting Up Branch Sales Markups in the JD Edwards World Sales Order Management - ECS Guide. |
Commissions and royalties | You can set up the commission information for a specific salesperson or a group of salespeople.
See Setting Up Commission Information in the JD Edwards World Sales Order Management - ECS Guide. |
Constants | Constants provide the system with the following types of default information:
See Defining Branch/Plant Constants in the JD Edwards World Inventory Management Guide. |
Customer billing instructions | The system uses customer billing instructions you set up to determine how to handle a customer's order. |
Default location and printers | Default location and printer settings provide the system with branch/plant, printer output queue, and approval route code information to use as default settings.
See Assigning Default Print Queues in the JD Edwards World Inventory Management Guide. |
Item cross-references | Item cross-reference numbers allow the system to connect internal and external items.
See Setting Up Item Cross-References in the JD Edwards World Inventory Management Guide. |
Messages | Messages display depending on which programs you specify and which messages you determine should print.
See Setting Up Messages in the JD Edwards World Inventory Management Guide. |
Next numbers | Next numbers allows the system to automatically assign the next available number when applicable, such as for document types and Address Book numbers.
See Set Up Next Numbers in the JD Edwards World General Accounting I Guide. |
Order activity rules | You set up order activity rules to establish the sequence of allowable steps that an order takes from beginning to end.
See Setting Up Order Activity Rules in the JD Edwards World Sales Order Management - ECS Guide. |
Order hold information | You can define the codes that the system uses to place sales orders on hold.
See Setting Up Order Hold Information in the JD Edwards World Sales Order Management - ECS Guide. |
Order line types | Order line types are codes that determine how the system processes a detail line in an order.
See Setting Up Order Line Types in the JD Edwards World Sales Order Management - ECS Guide. |
Standard units of measure | The system applies the standard units of measure that you set up to all items across all branch/plants.
See Set Up Standard Units of Measure in the JD Edwards World Inventory Management Guide. |
User defined codes | You can set up user defined codes to customize each system in your environment.
See Working With User Defined Codes in the JD Edwards World Technical Foundation Guide. |
Warehouse locations | Warehouse locations group items in branch/plants.
See Setting Up Warehouse Locations in the JD Edwards World Inventory Management Guide. |